Facilitated by instructors with decades of experience on Wall Street, this 7-day program is the first or second week of the 2-week immersive program that equips high school students with the knowledge and skills needed to pursue a degree in business or finance. 

Students will be introduced to the complex world of finance, providing an invaluable foundation in business and capital markets. Gain hands-on skills and life-long connections through group projects and a weekly competition. 

Program topics include

Week 1:

• What is Wall Street?
• Developing a “Financial Quotient (FQ)”
• Introduction to the Global Financial System
• Private Equity & Venture Capital
• Commercial Banking and Credit
• Ethics in Business and Finance
• Sustainable Finance and ESG and Impact Investing
• Exploring Internships & Job Search Strategies in the Financial Industry

Week 2:

• Wall Street Overview
• Fintech and Digital Assets (Cryptocurrency/Blockchain)
• Wealth Management & Building a Portfolio
• Key Concepts of Financial Statements & DCF Modelling
• Communication Skills Workshop for Financial Industry Careers
• Investment and Hedge Funds
• Portfolio Diversification
• Career Paths in the Financial Industry

There will be a group project competition that will be judged by a panel of industry experts.

Week 1 - Sustainable Business Development & Funding Competition

Students will be grouped into small teams and meet with NYIF mentors to create a "pitch" presentation to raise money from a Venture Capital Fund. Each team will:

• Generate ideas for a sustainable business.
• Formulate a business plan highlighting sustainable business practices.
• Present to an expert panel to access funding needs for your business.

Week 2 - Fund Manager Competition

After learning the guidelines and best practices for researching and evaluating a stock from a professional portfolio manager, students will be grouped into small teams and will assume the role of equity analysts researching and selecting stocks to develop a winning portfolio. Each team will:

• Pre-screen around 10 companies’ stocks.
• Evaluate each company in detail.
• Develop a portfolio of up to 3 stocks.
• Present findings and recommendations as a portfolio pitch to NYIF experts and the group.

8:00 AM  Wake Up
8:30 AM  Breakfast
9:30 AM - 12:00 PM  Morning Finance Module
12:00 PM - 2:00 PM  Lunch
2:00 PM - 4:30 PM  Group Project Competition, Guest Speaker or Finance Module
4:30 PM - 6:30 PM  New York City Highlight
7:00 PM - 9:00 PM  Dinner Out in One of NYC’s Most Famous Neighborhoods
9:00 PM - 11:00 PM  Evening Activity

Gain industry insights and inspirations by meeting with a wealth manager, trader, venture capitalist, financial advisor or performance coach.

* Due to the nature of the changing schedules of our industry guest speakers, all speaker commitments are subject to change.

With a history dating back almost 100 years, the New York Institute of Finance (NYIF) is a global leader in training for financial services and related industries. NYIF courses cover everything from investment banking, asset pricing, insurance and market structure to financial modeling, treasury operations, and accounting. The New York Institute of Finance has a faculty of industry leaders and offers a range of program delivery options, including self-study, online courses, and in-person classes. Started by the New York Stock Exchange in 1922, NYIF trains 50,000 professionals online and in class, in over 125 countries each year, whose alumni network includes the legendary investor, Warren Buffett.  Its US customers include the SEC, the Treasury, Morgan Stanley, Bank of America, and most leading worldwide banks.

NYIF Faculty

Learn from senior Wall Street financial experts and business leaders.

NYIF Academic Director - Jack Farmer

Jack specializes in training and consulting solutions for portfolio risk management, FX and interest rate derivatives and trading, equity index and volatility trading, equity derivatives and structured equity products, financial statement analysis and hedge accounting. Jack also acts as an outside adviser for portfolio managers at significant global investment funds. These funds include emerging markets equity funds and global macro hedge funds. 

Prior to his current consulting work, Jack worked as a senior consultant in Accenture's Financial Services Industry group. He then joined a proprietary trading group at Bank of America as a trader, eventually becoming the head trader and chief strategist for its FX and Eurodollar Statistical Arbitrage group. After completing his doctoral studies in finance, he spent two years teaching quantitative finance at the University of Texas at Austin. With the objective of putting his dissertation research to practical use, he moved to New York in 1997 and began working as a quantitative trading and training consultant with proprietary trading groups in New York, London, and Chicago.

As part of this program’s curriculum, each week includes a session dedicated specifically to providing students with tips and insights that will help them reach their career goals. Depending on which week you join, you will take part in one of the following sessions.

Week 1: Jobs, Internships, & Recruitment Insights
Participate in a moderated panel discussion with an HR representative from a large organization, covering the following topics:

• Skills required for 21st-century career climbers.
• Hard and Soft Skills company recruiters seek
• Top Interview Techniques
• Group Exercise: Integrating Empathy, Collaboration, and Communication Skills
• Personal Branding, LinkedIn, and Social Media Considerations

Week 2: Career Paths in Finance Industry
Led by NYIF instructors, this session’s lecture will cover the following topics:

• An overview of all financial industry related professions
• Skills and knowledge requirements for the main types of finance jobs
• Academic preparation vs. experience buildup
• Case study: Take a look at the several famous leader’s career paths starting as financial professionals